Boston, MA | August 31, 2026 | Nicsa, a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry, announced the appointment of Mike Parrinello, Managing Director, Asset Management & Insurance at Clarendon Partners, LLC, as Co-Chair of its Membership Committee.
The Nicsa Membership Committee plays an important role in strengthening engagement across the association’s member community, bringing together professionals from across the asset and wealth management industry to foster connections, exchange ideas, and support the continued growth and value of Nicsa membership.
“As the investment landscape continues to evolve, there is a growing need to bring together leaders from across traditional asset and wealth management, alternative investments, private markets, digital assets, and the broader ecosystem of technology innovators and service providers,” said Parrinello.
“I’m honored to take on a leadership role in helping Nicsa foster these connections, encourage the exchange of ideas, and advance best practices across the industry.”
In his role as Co-Chair, Parrinello will help guide the committee’s efforts to deepen member engagement, strengthen connections across business lines, and ensure Nicsa continues to provide a collaborative forum for professionals throughout the industry.
“Mike’s broad industry perspective and commitment to building meaningful connections will be a tremendous asset to the Membership Committee,” said Allison Walsh, Executive Director, Head of Membership & Sales at Nicsa and liaison to the committee. “We look forward to his leadership as the committee continues to strengthen engagement across the Nicsa community, foster connections among professionals from across the industry, and identify new opportunities to deliver value to our members.”
For information about how to get involved in Nicsa’s Committees, reach out to [email protected].
About Nicsa
Nicsa is a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
Press Contact:
Allison Lovett | Vice President, Content & Communications | [email protected]
Boston, MA – August 26, 2026 – Nicsa announced the appointment of Christopher T. Goff, Head of Strategic Relations at Columbia Threadneedle Investments, as a co-chair of the Nicsa Product & Distribution Committee.
The committee serves as a collaborative forum for asset and wealth management industry professionals focused on the evolving product and distribution landscape. Through ongoing dialogue and industry engagement, members exchange perspectives on product trends and development, intermediary engagement, data and reporting, and other issues influencing how firms develop and deliver investment solutions.
As co-chair, Goff will help guide the committee’s efforts to identify emerging trends, advance industry research, and share best practices that help Nicsa members navigate changing investor and intermediary needs.
“Nicsa plays a critical role in bringing together diverse perspectives from across the industry, and I’m excited to help lead that collaboration within the Product & Distribution Committee,” said Goff. “As product and distribution models continue to evolve, there is an opportunity to strengthen engagement across asset managers, intermediaries, and service providers. I look forward to working with the committee to turn shared insights into best practices that help our industry respond to changing marketplace needs.”
The Nicsa Product & Distribution Committee brings together professionals from across the asset and wealth management ecosystem to explore trends shaping product strategy and distribution. Through peer exchange, research, and the development of industry best practices, the committee provides members with opportunities to share insights, address common challenges, and advance solutions that support firms, intermediaries, and investors.
“Christopher’s experience building strategic relationships across the industry will bring an important perspective to the Product & Distribution Committee,” said Sarah Given, Vice President, Head of Asset and Wealth Management Relationships at Nicsa. “We look forward to his leadership as the committee continues to identify emerging trends, foster meaningful dialogue, and develop insights that help members navigate an evolving product and distribution landscape.”
For information about how to get involved in Nicsa’s Committees, reach out to [email protected].
About Nicsa
Nicsa is a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
Press Contact:
Allison Lovett | Vice President, Content & Communications | [email protected]
Boston, MA - Aug 26, 2026 – Nicsa announced the appointment of Brooke Marrujo, Head of Strategic Relationships for Independent Broker Dealers at Capital Group, as a co-chair of the Nicsa Product & Distribution Committee.
The committee serves as a collaborative forum for asset and wealth management industry professionals focused on the evolving product and distribution landscape. Through ongoing dialogue and industry engagement, members exchange perspectives on product trends and development, intermediary engagement, data and reporting, and other issues influencing how firms develop and deliver investment solutions.
As co-chair, Marrujo will help guide the committee’s efforts to identify emerging trends, advance industry research, and share best practices that help Nicsa members navigate changing investor and intermediary needs.
“I’m honored to serve as Co-Chair of Nicsa’s Product & Distribution Committee and excited to help lead conversations that connect evolving client needs with innovative investment solutions,” said Marrujo. “By bringing together diverse industry perspectives, we can help drive the collaboration and innovation needed to ensure our industry continues to adapt, evolve, and deliver better outcomes for clients.”
The Nicsa Product & Distribution Committee brings together professionals from across the asset and wealth management ecosystem to explore trends shaping product strategy and distribution. Through peer exchange, research, and the development of industry best practices, the committee provides members with opportunities to share insights, address common challenges, and advance solutions that support firms, intermediaries, and investors.
“Brooke brings a valuable perspective at the intersection of distribution strategy, intermediary relationships, and evolving client needs,” said Sarah Given, Vice President, Head of Asset and Wealth Management Relationships at Nicsa “We are pleased to welcome her to this leadership role and look forward to the expertise and collaborative approach she will bring to the committee and the broader Nicsa community.”
For information about how to get involved in Nicsa’s Committees, reach out to [email protected].
About Nicsa
Nicsa is a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
Press Contact:
Allison Lovett | Vice President, Content & Communications | [email protected]
Industry leaders to convene for timely conversations on alternatives, artificial intelligence, market dynamics, product innovation, and the forces reshaping asset and wealth management
Boston, MA – August 10, 2026 – Nicsa has announced its theme for the 2026 Asset & Wealth Management Summit: "Alts & AI: Transforming the Front, Middle, and Back Offices." The Summit will bring together leaders from across the asset and wealth management ecosystem for two days of strategic conversations focused on the trends, technologies, and business decisions redefining the industry.
As artificial intelligence transforms how firms operate and alternative investments reshape portfolios, retirement, and distribution, the 2026 Summit will provide a forum for executives to examine these forces from across the enterprise. The program is designed for professionals spanning investment and wealth management, operations, technology, product strategy, distribution, and other critical business functions.
A Timely Forum for an Industry in Transformation
The 2026 agenda will go beyond the headlines to examine how today’s most consequential trends are translating into strategic and operational decisions. Featured discussions include:
The 2026 Asset & Wealth Management Summit will convene professionals from across the industry to exchange perspectives, strengthen connections, and explore the strategic decisions shaping the future of asset and wealth management.
Industry leader to strengthen member engagement and support growth across the Nicsa community
BOSTON, MA –June 25 – Nicsa is pleased to announce the appointment of Jocelyn McBride, Co-Chief Executive Officer of Sodali & Co Fund Solutions, as Co-Chair of the Nicsa Membership Committee.
The Membership Committee plays a critical role in advancing member engagement, fostering community connections, and ensuring that Nicsa’s meaningful value is delivered to a broad range of professionals and organizations throughout the asset and wealth management industry.
"We are delighted to welcome Jocelyn as Co-Chair of the Membership Committee," said Jim Fitzpatrick, President and CEO of Nicsa. "Her leadership, industry expertise, and commitment to building strong professional relationships will help further strengthen member engagement and support Nicsa's continued growth."
McBride brings extensive experience working with investment management firms and industry stakeholders, helping organizations navigate evolving business needs while fostering meaningful connections across the industry.
“I am honored to serve as Co-Chair of the Nicsa Membership Committee and support an organization that fosters collaboration across the asset and wealth management industry. As our industry evolves, Nicsa’s commitment to diverse perspectives and meaningful engagement is more important than ever. I look forward to working with fellow committee members to strengthen the member experience, grow the Nicsa community, and encourage broader participation,” said McBride.
About Nicsa
Nicsa is a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
Nicsa fosters collaboration across the industry through education, events, committees, and thought leadership. For more information, visit www.nicsa.org.
Industry-leading program advances the next generation of leadership across the asset and wealth management industry
BOSTON, MA – June 8, 2026 – Nicsa is proud to announce the recipients of its 2026 Rising Stars Awards, recognizing exceptional emerging professionals who are making significant contributions to their organizations and helping shape the future of the asset and wealth management industry.
Established as a flagship Nicsa initiative, the Rising Star Program celebrate high-performing professionals who demonstrate leadership, innovation, collaboration, and a commitment to advancing the industry. Awardees are provided with mentorship, networking, and career development opportunities, building a foundation of skills critical for retention and advancement within the industry.
The program serves as a cornerstone of the Fearless Leadership Symposium (FLS), an annual event hosted by Nicsa’s Inclusion in Finance North America (IIFNA). IIFNA promotes inclusion and cognitive diversity within the asset and wealth management industry to power robust decision making and drive long term business success.
Now in its sixth year, the Rising Stars program continues to provide organizations with a meaningful way to recognize and invest in emerging talent while fostering a more connected, inclusive, and future-ready workforce.
"Developing the next generation of leaders is critical to the long-term success of our industry," said Jim Fitzpatrick, President and CEO of Nicsa. "Through the Rising Star Program, Nicsa is proud to recognize professionals who are already making an impact within their firms and across the broader asset and wealth management community. These individuals represent the talent, innovation, and leadership that will shape our industry's future."
Member firms of IIFNA participate in the program annually, providing nominees with opportunities to build industry connections, gain visibility among peers and senior leaders, and engage with Inclusion in Finance programming designed to support professional growth and career advancement.
The 2026 Rising Stars are:
The honorees will be recognized on Tuesday, June 16 at Nicsa's FLS and celebrated alongside peers, mentors, and organizational leaders who continue to champion the development of emerging talent.
Organizations interested in supporting the advancement of future industry leaders are encouraged to learn more about Inclusion in Finance North America and theRising Star Program.
About Nicsa
Nicsa is a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
About Inclusion in Finance:
Inclusion in Finance is a cross-company initiative working to accelerate progress towards a more inclusive, high-performing finance industry. Operating across North America, the UK, and Europe, it brings together firms from major financial centers.
Its mission is to reshape the finance industry to achieve better outcomes - underpinning it with the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.
Inclusion in Finance spans the breadth of the finance industry, including asset owners, investment managers, fund selectors, pension consultants, actuaries, trustees, wealth managers, investment banks, and professional standards and trade bodies. By convening industry leaders, delivering evidence-based programs, educational events, best practice guides, advocacy, collaboration and commissioning independent research, it supports firms in strengthening leadership, talent pipelines and inclusive cultures that benefit clients, member firms, employees and shareholders alike.
Website URLs:
Boston, MA — May 22, 2026 — Nicsa announced the appointment of Melissa Cross, Head of SMA Product at Allspring Global Investments, and Brian Reilly, Global Head of SMAs, Models, and Closed End Funds at Manulife John Hancock Investments, as co-chairs of the Nicsa SMA and Model Portfolio Committee.
The committee serves as a collaborative forum for asset and wealth management industry professionals engaged in managed accounts, separately managed accounts (SMAs), and model portfolios. Through ongoing dialogue and industry engagement, the committee shares best practices, explores operational and strategic trends, and provides perspectives on the evolving managed accounts landscape across asset managers, platforms, and service providers.
Under Cross and Reilly’s leadership, the committee will continue to focus on key industry priorities including innovation in SMA and model portfolio offerings, operational efficiency, distribution trends, technology integration, advisor adoption, and the evolving needs of clients and intermediaries.
“As an active member of the SMA and Model Portfolio Committee since its inception in 2019, I’ve had the privilege of collaborating with an exceptional group of peers dedicated to advancing the evolution of our industry,” said Melissa Cross. “I’m truly honored to step into a leadership role at such a pivotal time, where we have a unique opportunity to further unite ideas, elevate best practices, and help shape the continued growth and innovation of the SMA and model portfolio landscape.”
“Nicsa plays a critical role in bringing together diverse perspectives across the industry, and I’m excited to help lead this effort within the SMA and model portfolio space,” said Brian Reilly. “As the landscape continues to evolve, there is an opportunity to drive even greater alignment across asset managers, platforms, and service providers. I look forward to working with the committee to help ensure that this alignment creates meaningful benefits for advisors and their clients.”
The Nicsa SMA and Model Portfolio Committee brings together leaders from across the managed accounts ecosystem to address emerging industry developments, foster collaboration, and support innovation that benefits firms, financial advisors, and investors alike. Sarah Walter, Nicsa’s Head of Asset and Wealth Management Relationships and liaison to the committee, said, “We are honored to collaborate with such accomplished leaders whose expertise and vision continue to shape the future of the industry. We are excited to welcome Melissa and Brian to the role and look forward to the meaningful contributions and fresh perspectives they will bring to the committee and the broader community.”
For information about how to get involved in Nicsa’s Committees, reach out to i[email protected].
About Nicsa
Nicsa is a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
Press Contact:
Allison Lovett | Vice President, Content & Communications
Boston, MA – May 26, 2026 – Nicsa today announced the speaker lineup for the 2026 Fearless Leadership Symposium (FLS), taking place June 16–17, 2026, at PwC’s offices in New York City. The event brings together influential executives and emerging leaders from across the asset and wealth management industry to explore how firms can strengthen talent strategies, engage broader audiences, and integrate inclusive leadership into today’s most pressing business priorities — including AI adoption and workforce transformation.
The 2026 Fearless Leadership Symposium also marks the first major North American event under the newly unified Inclusion in Finance brand, following the alignment of The Diversity Project North America, UK, and Europe under a shared global identity and five-year vision focused on advancing inclusion and cognitive diversity across financial services. The collaboration reflects a broader industry commitment to building more inclusive cultures that strengthen decision-making, leadership, innovation, and long-term business performance.
This year’s program features leaders from organizations including Morgan Stanley, Allspring Global Investments, PwC, EY, State Street, Fidelity, HSBC Asset Management, Janus Henderson Investors, MFS, Natixis, Gravity Research, and ABC News.
“This year’s Fearless Leadership Symposium brings together leaders who are shaping the future of talent, innovation, and leadership across the asset and wealth management industry,” said Jim Fitzpatrick, President and CEO of Nicsa. “The conversations at FLS are designed to equip firms with practical strategies to navigate change, foster engagement, and drive long-term business success.”
Featured speakers include senior executives and thought leaders driving conversations around AI, talent strategy, cognitive diversity, and the future of leadership in financial services:
A cornerstone of the event is Nicsa’s Rising Stars Awards Ceremony, which recognizes emerging leaders making meaningful contributions across the asset and wealth management industry. The program highlights professionals who are advancing innovation, fostering inclusive workplace cultures, and helping organizations better position themselves for the future. Roslyn Brooks, Principal, Government, Regulatory Affairs & Public Policy, PwC, will officiate this year’s Rising Stars ceremony, celebrating the next generation of leaders helping shape the future of the industry. Rising Stars participants will also take part in a dedicated leadership panel focused on what next-generation talent needs to thrive, offering attendees firsthand perspectives on engagement, retention, leadership development, and evolving workforce expectations.
Additional speakers for the 2026 Fearless Leadership Symposium include:
The 2026 symposium will focus on actionable leadership strategies that help firms:
To learn more and register, visit:
https://nicsa.org/fls-2026/
About Inclusion in Finance (formerly the Diversity Project)
Inclusion in Finance is a cross-company initiative working to accelerate progress toward a more inclusive, high-performing finance industry. Operating across North America, the UK, and Europe, it brings together firms from major financial centers.
Its mission is to reshape the finance industry to achieve better outcomes — underpinned by the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.
Inclusion in Finance spans the breadth of the finance industry, including asset owners, investment managers, fund selectors, pension consultants, actuaries, trustees, wealth managers, investment banks, and professional standards and trade bodies. Through educational events, research, advocacy, collaboration, and best-practice resources, the initiative supports firms in strengthening leadership, talent pipelines, and inclusive cultures that benefit clients, employees, member firms, and shareholders alike.
Websites:
About Nicsa
Nicsa is a not-for-profit trade association dedicated to connecting all facets of the asset and wealth management industry to advance collaboration, leadership, and education. Through events, communities, and thought leadership initiatives, Nicsa helps firms navigate industry transformation and drive meaningful progress.
Press Contact:
Allison Lovett
Vice President, Content & Communications
Nicsa
[email protected]
Nicsa will unveil its new Inclusion in Finance brand at the Fearless Leadership Symposium (FLS) 2026, advancing a unified global vision for inclusion designed to drive measurable impact across the asset and wealth management industry over the next five years.
Aligned with sister initiatives in the UK and Europe, the event will highlight a cohesive global platform and shared ambition for progress.
The event will take place June 16-17 at PwC Headquarters, 300 Madison Avenue, New York, NY. Registration is now open.
The event is aimed at:
Celebrating Tomorrow’s Leaders
A highlight of the symposium will be the Rising Stars Reception, Dinner and Awards Ceremony on Tuesday June 16—recognizing emerging leaders who are shaping the future of the asset and wealth management industry.
Continuing Education (CE) Credits
Participants can earn IWI Continuing Education (CE) credits by attending expert-led sessions. Credits apply to CIMA®, CPWA®, RMA®, and CIMC® certifications.
Who Should Attend
A Trusted Environment for Meaningful Dialogue
FLS and Inclusion in Finance convenings are intentionally designed to foster open, honest conversations within a trusted, no-attribution environment. These safe-space principles enable leaders to share challenges, exchange ideas, and collaborate on solutions with confidence.
Looking Ahead
For Inclusion in Finance members, this moment represents both an invitation and a call to action.
Members will play a critical role in shaping the future—bringing insights, advancing initiatives, and driving measurable change within their organizations and across the broader industry.
As momentum builds toward FLS 2026, Nicsa will continue to expand programming, deepen member engagement, and elevate industry-wide dialogue.
The next chapter of Inclusion in Finance is underway, designed to deliver impact where it matters most: within firms, across leadership teams, and throughout the asset and wealth management ecosystem.
Stay engaged. Stay connected. And be part of what’s next.
To learn more, visit: nicsa.org/fls-2026/
About Nicsa
Nicsa is a leading not-for-profit trade association connecting all facets of the global asset and wealth management industry in order to develop, share, implement, and advance leading practices. Learn more at www.nicsa.org.
About Inclusion in Finance (formerly the Diversity Project):
Inclusion in Finance is a cross-company initiative working to accelerate progress towards a more inclusive, high-performing finance industry. Operating across the UK, the North America and Europe, it brings together firms from major financial centers.
Its mission is to reshape the finance industry to achieve better outcomes - underpinning it with the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.
Inclusion in Finance spans the breadth of the finance industry, including asset owners, investment managers, fund selectors, pension consultants, actuaries, trustees, wealth managers, investment banks, and professional standards and trade bodies. By convening industry leaders, delivering evidence-based programs, educational events, best practice guides, advocacy, collaboration and commissioning independent research, it supports firms in strengthening leadership, talent pipelines and inclusive cultures that benefit clients, member firms, employees and shareholders alike.
Website URLs:
March 16, 2026 – The Diversity Project UK, Diversity Project Europe and Nicsa’s Diversity Project North America today announce a new phase of global collaboration as they rebrand in their respective regions as Inclusion in Finance and set out shared global ambitions for the next five years.
The move marks a significant step and opportunity to align the three organizations more closely across the UK, Europe and North America, strengthening their shared mission to embed inclusion and cognitive diversity at the heart of financial performance.
Founded in the UK in 2016 to improve diversity within the investment and savings industry, the Diversity Project was followed by the launch of Nicsa’s Diversity Project North America in 2018 and Diversity Project Europe in 2023. Together, the three organizations now represent over 130 member firms globally, collectively managing over $28 trillion of assets.
While each organization will continue to operate independently within its region, the new Inclusion in Finance identity provides a more coordinated global approach; sharing research, programs and best practices, while tailoring delivery to local markets.
A sharper mission: inclusion and cognitive diversity as competitive advantage
The rebrand comes at a time of increasing polarization in the global diversity debate. Inclusion in Finance is reaffirming its commitment to evidence-based action that improves client-based outcomes while expanding opportunities for member firms and individuals across the industry.
Central to this next chapter is a deeper emphasis on cognitive diversity. In 2025, the Diversity Project commissioned independent research by Professor Alex Edmans of London Business School to examine the business case for diversity of thought. The findings indicate that with the right leadership, cognitive diversity can enhance decision-making and improve outcomes.
This evidence-led approach will underpin the organization’s strategy going forward.
Five global ambitions for the next five years
To deliver on its mission, Inclusion in Finance has set out five priorities to guide collaboration across the UK, Europe and North America:
Regional impact to date
The new ambitions build on significant progress already achieved across the three organizations’ programs and partnerships.
In North America, the Rising Stars program, which is now in its fifth year, recognizes high-performing professionals nominated by their firms and supports them through a six-month Inclusive Leadership coaching program, with 156 graduates having participated in the program to date. In addition, the Perception Study has become a cornerstone benchmarking tool for the industry, capturing data on lived experience, workplace culture, and inclusion. The data set now offers one of the most robust views into how inclusion is experienced across the asset and wealth ecosystem, highlighting measurable progress as well as persistent gaps that require focus on leadership, accountability, and employee engagement. The annual Fearless Leadership Symposium convenes senior executives and emerging leaders to translate commitment into action. Designed to elevate candid dialogue and practical solutions, the symposium spotlights leading practices, research and real-world case studies that advance inclusive leadership. The event has gathered hundreds of industry business leaders and has become a catalyst for embedding inclusion and cognitive diversity into business strategy and long-term performance.
In the UK, where the organization is celebrating its tenth anniversary, Inclusion in Finance has supported more than 30,000 individuals through industry-led programs and initiatives spanning early education to senior leadership. These include the award-winning Pathway program, which has helped 240 aspiring female portfolio managers and traders over its first three years with another 80 in the Class of ’26. 22% of all participants have had a role change, of which 63.5% were promoted. 76 Firms have been involved in Pathway since inception. The Skills Workshop, offering undergraduates the insights, knowledge and direction needed to pursue a finance career has reached more than 20,000 students while the Catalyst Education Program delivers high professional exam pass rates for young people in Years 12 and 13 from lower socio-economic backgrounds. The organization has also contributed to government legislation to limit the use of NDAs for behaviors like sexual harassment – a vital step in maintaining positive workplace cultures.
In Europe, since launching in 2023, Inclusion in Finance has laid a strong evidence-based foundation for industry progress. In partnership with PwC, it published two first of its kind, major research reports covering more than 30 asset managers representing over €12 trillion in AUM, highlighting gaps in senior female representation and the limited focus on social mobility across the sector. These insights have led to targeted action, including the launch of a cross-border mentorship program for women in investment, sales and other roles, and a new Social Mobility initiative defining practical steps for firms to broaden access, strengthen cognitive diversity and improve long-term investment outcomes.
Jim Fitzpatrick, President & CEO of Nicsa’s Inclusion in Finance North America, says: “Inclusion in Finance marks a bold new chapter. By uniting leaders across the UK, Europe, and North America under one global banner, we are coordinating action into measurable results. For more than six decades, Nicsa has brought the asset and wealth management industry together to solve complex challenges and elevate leading practices. This initiative builds on that legacy of collaboration and progress. At Nicsa, we continue to believe that inclusion and cognitive diversity are performance imperatives that fuel innovation, strengthen decision-making, and unlock sustainable growth across the asset and wealth management industry. Inclusion in Finance is now a global platform poised to drive real impact, and we invite organizations across our industry to join us in shaping a more future-ready industry.”
Baroness Helena Morrissey, UK Chair, Inclusion in Finance, says: “The world is a very different place compared with when the Diversity Project launched ten years ago and our ambitions and name are changing to reflect the best way to make progress going forward.
“The study we commissioned on Cognitive Diversity has already helped to reset the discussion around diversity and inclusion within the UK investment industry to be more about evidence and less about politics. It’s brought new interest and commitment to our collective efforts to create opportunities for all talent through multiple programs and thought leadership. Inclusion in Finance will build on everything we’ve done over our first decade, but with greater impetus as we work across the whole financial services industry and with our colleagues in Europe and North America. I’m excited about what can be achieved through a thoughtful, collaborative and determined effort and looking forward to the next ten years!”
Ric van Weelden, Chair, Inclusion in Finance Europe, says: “In Europe, our focus has been to ensure that inclusion is anchored in rigorous analysis and practical action, reflecting the diversity and complexity of our markets. We have seen strong engagement from asset managers across the continent who recognize that gender equality, social mobility and cognitive diversity are not peripheral topics, but central to long-term competitiveness.
By working in close collaboration with our colleagues in the UK and North America, we can accelerate progress - sharing research, scaling effective programs and strengthening the global case for inclusion as a driver of better decision-making and investment outcomes. Together, we are building a globally aligned, locally embedded movement for change that is reshaping standards across the financial industry.”
ENDS
For further information please contact:
Allison Lovett, VP of Content and Communications, Nicsa
About Nicsa
Nicsa is a leading not-for-profit trade association dedicated to advancing the global asset and wealth management industry. Its diverse membership spans asset and wealth managers, broker-dealers, custodians, and professional service providers and promotes cross-functional engagement across product, distribution, operations, risk, technology, and investor services. Nicsa’s Inclusion in Finance North America initiative convenes senior leaders to navigate complexity and shape a more innovative and future-ready industry. Learn more at www.nicsa.org.
About Inclusion in Finance (formerly the Diversity Project):
Inclusion in Finance is a cross-company initiative working to accelerate progress towards a more inclusive, high-performing finance industry. Operating across the UK, the North America and Europe, it brings together firms from major financial centers.
Its mission is to reshape the finance industry to achieve better outcomes - underpinning it with the twin foundations of inclusion and cognitive diversity to power robust decision-making and long-term business success.
Inclusion in Finance spans the breadth of the finance industry, including asset owners, investment managers, fund selectors, pension consultants, actuaries, trustees, wealth managers, investment banks, and professional standards and trade bodies. By convening industry leaders, delivering evidence-based programs, educational events, best practice guides, advocacy, collaboration and commissioning independent research, it supports firms in strengthening leadership, talent pipelines and inclusive cultures that benefit clients, member firms, employees and shareholders alike.
Website URLs:
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